Origen Financial Services
Salvatore Volante, Dip PFS, is an experienced financial professional currently serving as a Financial Advisor at Origen Financial Services since July 2011, where the firm specializes in whole of market financial planning for private clients and businesses. Prior to this role, Salvatore worked as a Financial Planning Manager at Barclays Wealth Management from November 2001 to June 2011, contributing to one of the largest financial services companies globally by helping clients identify and achieve their financial goals. Salvatore holds a degree from the University of Southampton and was recognized at the ACQ5 Global Awards in 2019.
Origen Financial Services
Origen Financial Services is one of the UK’s leading financial advisers. We will help clients to: • simplify their financial life and help achieve their financial goals • generate an income from their portfolio now and in retirement • build a legacy for their loved ones. We provide advice to individuals, small to medium sized businesses and employees of some of the UK’s largest organisations. Our role as financial advisers is to fully understand financial aims and ambitions and to create a financial plan to help our clients to reach their financial goals. We believe in building long term client relationships. We pride ourselves on putting our clients first. We guide clients through the financial maze, build their financial knowledge and help them make confident and informed financial decisions at the right time. Contact us: Telephone: 0344 209 3925* Email: clientservices@origenfs.co.uk *Calls are charged at your phone company’s basic rate. All calls are recorded for business purposes. Our services Through our team of highly qualified advisers across the UK, we provide advice on: - Workplace and personal pensions and investments; - Protection, including critical illness, life insurance and income protection; - Pre-retirement planning, including tax planning; - At retirement planning, including advice on annuities and drawdown; - Estate planning including Inheritance Tax and Trusts For business clients, we offer: - Advice services to pension scheme members for Pension Liability Management projects - Auto-enrolment advice, including restructuring existing employee benefit programmes; - Benchmarking and review of workplace benefit packages against employees’ needs and industry peers; - Advice on workplace pension schemes, group risk, healthcare and employee wellbeing; – Content for staff communications on pensions and reward statements, branded employee materials, onsite seminars, and 1-2-1 advice sessions; - Financial education services for emp